Gubler Winn Trusts & Estates

09/23/2021

JUST A QUICK COMPLIMENT...

That was the subject line of an email I received this week. It was from a Financial Advisor whom I have never met. She went on to relay the following:

"One of our clients just shared with us copies of the estate planning documents you helped them execute. I’ve read client documents for over 20 years and I don’t know if I have ever seen such thoughtfulness for organization and language. These are as thorough as needed yet clearly documents written to be understood and referenced easily. I’m not a legal professional, I’ve just been doing this a long time. It was very refreshing - I just had to say something. Thank you!"

Pretty nice email, right?! I was certainly touched, but I was also impressed by this person's having taken the time in the first place. We are all so busy and preoccupied that we often fail to lift those around us. This both made my week and made me think.

On that note, I would like to take a minute to thank my wonderful clients. I have come to know some varied and interesting and fantastic people in the first 20 months of my practice, and I am so grateful for them. My notary comments often on just how great my clients are, and I couldn't agree more. Thank you for trusting me with with your estate planning and sharing with me your stories. It is a privilege.

07/13/2021

Stop procrastinating! This message is for me as much as anyone. There are many parts of running my own practice that are simply not as appealing as others. Marketing, for example, is not as interesting to me as hearing my client's stories and creating for them an effective plan. But it's time to STOP, and just take care of some of the things I have been putting off.

Similarly, taking time to think about and plan for your own death doesn't have the same appeal as so many other thoughts and plans. (Vacation, anyone?!) But it's important. A good estate plan will save your loved ones stress and heartache and time and money. And while it will take a few weeks, some money, and perhaps some introspection, the benefit in the long-run will more than justify the expense. So I encourage you to STOP, and take care of your estate planning. I would be happy to help.

01/22/2021

Check out this 5 star Yelp review by Patricia G.:
What a great experience I had working with Sarah on my living trust. She is incredibly knowledgeable, meticulous, and professional. I appreciate that she...
See the review on Yelp by clicking the link below.

https://www.yelp.com/biz/gubler-winn-trusts-and-estates-carlsbad-3?adjust_creative=xZR1D5sIhOfqTpbo8Ul3ow&hrid=_yg-rw_tm31VWbDuoPojQQ&utm_campaign=yelp_api_v3&utm_medium=api_v3_business_reviews&utm_source=xZR1D5sIhOfqTpbo8Ul3ow

What a great experience I had working with Sarah on my living trust. She is incredibly knowledgeable, meticulous, and professional. I appreciate that she made what can typically be an...

01/15/2021

Proposition 19 will matter to almost ALL CALIFORNIA HOMEOWNERS at some point, whether it is when you are ready to move to a new CA home or when you are planning how to pass your real property to your kids. In case you missed yesterday's webinar re: Prop 19, you can watch the recording here:

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01/11/2021

My friends at Lawyers Title, Nicole McGrath and Jennifer Fenelli, invited me to speak at their webinar this week. If you have questions about how California's recently passed Proposition 19 may affect your real property and/or estate plan, please tune in! You can also get a preview of what we'll discuss here: https://www.gublerwinn.com/post/proposition-19-say-goodbye-to-parents-property-tax-basis

01/04/2021

Estate planning is important for everyone, but parents of young children especially can gain peace of mind from knowing their children will always be cared for. Drafting a trust will let you allocate funds and determine how assets are received, in order to protect your child's future. | |https://www.gublerwinn.com/

12/18/2020

Check out this 5 star Yelp review by Violet F.:
We were looking for an attorney to update our existing will and trust. I am so glad that we found Sarah!
She was very generous with her time. She...
See the review on Yelp by clicking the link below.

https://www.yelp.com/biz/gubler-winn-trusts-and-estates-carlsbad-3?adjust_creative=xZR1D5sIhOfqTpbo8Ul3ow&hrid=gBqiy_TNtMD9WZbg7ySaJA&utm_campaign=yelp_api_v3&utm_medium=api_v3_business_reviews&utm_source=xZR1D5sIhOfqTpbo8Ul3ow

We were looking for an attorney to update our existing will and trust. I am so glad that we found Sarah! She was very generous with her time. She diligently...

12/05/2020

Check out this 5 star Yelp review by Robin K.:
I worked with Sarah recently to update my trust. She was very helpful explaining the questions I had about some of the items in my existing trust and the...
See the review on Yelp by clicking the link below.

https://www.yelp.com/biz/gubler-winn-trusts-and-estates-carlsbad-3?adjust_creative=xZR1D5sIhOfqTpbo8Ul3ow&hrid=rNYPTpEkDhgqLjGuWOYM6A&utm_campaign=yelp_api_v3&utm_medium=api_v3_business_reviews&utm_source=xZR1D5sIhOfqTpbo8Ul3ow

I worked with Sarah recently to update my trust. She was very helpful explaining the questions I had about some of the items in my existing trust and the issues...

12/05/2020

Check out this 5 star Google My Business review by Robin Kendall:
I worked with Sarah recently to update my trust. She was very helpful explaining the questions I had about some of the items in my existing trust and the issues I wished to address in the update. Sarah has a warm personality, is easy to work with and is very knowledgeable about trusts and wills. Very much recommended.
See the review on Google My Business by clicking the link below.

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